Henry B. Riter
Professional summary
Henry Bankson Riter, AIF®, CFP® is a registered financial advisor currently at SENTINEL PENSION ADVISORS, LLC. located in Wakefield, Massachusetts.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Henry has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Henry Bankson Riter's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2015 - Present
SENTINEL PENSION ADVISORS, LLC.
Office #1: 100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880March 17, 2009 - August 12, 2011
BLACKROCK INVESTMENTS, LLC
March 16, 1999 - August 13, 2002
METROPOLITAN LIFE INSURANCE COMPANY
March 16, 1999 - August 13, 2002
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
SENTINEL PENSION ADVISORS, LLC.
CRD#: 109901 / SEC#: 801-55783
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/17/2016)
(1/14/2017)
(12/19/2023)
(1/10/2025)
(2/24/2016)
(1/2/2025)
(1/2/2025)
(7/28/2015)
(1/3/2023)
(1/4/2019)
(1/4/2016)
(1/3/2023)
(1/4/2019)
(1/4/2016)
Exams
Current Firm
SENTINEL PENSION ADVISORS, LLC.
CRD#: 109901 / SEC#: 801-55783
Contact information
SEC notice filing (46 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,113 |
| AUM (Assets Under Management) | $ 10,730,228,384 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 09/23/2024 | ||
| 10/23/2023 |
Red Flags
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Company Information
SENTINEL PENSION ADVISORS, LLC.
CRD#: 109901Wakefield, MA 01880TRUST BUT VERIFY
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